CP
VXF icon

Castleview Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Castleview Partners’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-912
Closed -$174K – 573
2024
Q4 		$174K Sell
912
-1,801
-66% -$347K 0.09% 201
2024
Q3 		$494K Sell
2,713
-2,693
-50% -$471K 0.28% 82
2024
Q2 		$912K Buy
5,406
+363
+7% +$61.3K 0.52% 41
2024
Q1 		$884K Buy
+5,043
New +$837K 0.49% 43
2023
Q4 		– Sell
-6
Closed -$860 – 901
2023
Q3 		$860 Buy
+6
New +$900 ﹤0.01% 614

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return